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Your legacy is not just a bank account or a few stock certificates. It encompasses all the experiences that your family holds dear. A true legacy is a combination of emotional and financial elements, placing the family photo album right alongside the family fortune.

We know that starting a meaningful discussion about your family legacy can be difficult – but you don’t have to begin on your own. We are pleased to provide this guide to you and your family to use in planning the passing of values, assets and wealth between generations.

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Fee-based financial planning and investment advisory services are offered by "LifeTyme Financial Advisors, LLC" a Registered Investment Advisor in the State of AZ, CA, MD, VA, PA, CT, FL, TX and Wash DC. Insurance products and services are offered through "LifeTyme Financial Group, LLC." Legacy Builder Group is not affiliated with LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC.